Middle Market Finance Expert

20 hours ago


Chicago, Illinois, United States Private Investigator Rayleigh Full time
Job Description
We are seeking a skilled Investment Associate to join our team. As an Investment Associate, you will be responsible for coordinating all aspects of private equity fund due diligence, preparing investment memos and industry landscapes, creating and evaluating financial models, and supporting the on-going investment monitoring of the portfolios. Your primary responsibilities will include:
  • Originate and support sourcing initiatives for fund commitments and co-investments
  • Create quantitative analysis and qualitative development of investment considerations and recommendations through the execution of due diligence underwriting of private equity fund commitments
  • Evaluate and monitor the performance of private equity fund commitments and their underlying portfolio companies, including participation in private equity sponsor annual meetings
  • Active participation in and thoughtful contribution to investment discussions, including weekly group investment meetings and portfolio construction considerations
  • Support the Apogem platform in sourcing and underwriting investment opportunities
  • Act as a mentor and support the development of the analysts
  • Assist Senior Investment and Business Development Professionals in capital formation and investor reporting materials for both prospective and existing client


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